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Home > Institutional Investor > Capital Squared Financial Llc > 13F Holdings

Instuitional Investor - Capital Squared Financial Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 327,568 $11,402,657 7.45%
2.
Schwab Strategic Trust
 SCHD 373,215 $10,983,708 7.18%
3.
Schwab Strategic Trust
 SCHD 317,534 $10,745,356 7.03%
4.
Invesco Qqq Tr
 13,038 $9,601,269 6.28%
5.
Vanguard Index Fds - GROWTH ETF
 48,949 $4,216,490 2.76%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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